Axxcess Platform

OUR PLATFORM IS BUILT FOR THE EXPERIENCED ADVISOR LOOKING TO
IMPROVE ITS CURRENT RIA PLATFORM OR AS AN OPERATIONAL SOLUTION
FOR A HIGH CALIBER PROFESSIONAL THINKING OF GOING INDEPENDENT

Our resources provide you with specialists in portfolio management, real estate, private equity, and investment advisory services.

Your high net worth clients have made directed investments. They own LPs, Real Estate, and shares of private companies. Axxcess has a solution to help your client track, report and bill on their total wealth. Having built our firm running family offices, we understand this challenge.

Work with us on an account by account basis, or accross your entire practice.

We have found that if you can help your client track and report on their inefficient assets, their liquid assets will come under management. Track, bill, and report on directed investments in the same account that houses traditional SMA, Fixed Income, Mutual Fund, and ETF strategies. Report, monitor, and analyze hedge fund, private equity, private credit and real estate within the same Advisor branded report portal.

Our integrated technology creates a seamless solution. Build meaningful proposals after on-boarding your clients through your white labeled prospect portal. Create a paperless environment that generates client engagement.

Engagement, Client Profiling, and IPS workflow management automate and increase efficiency in your practice.

CPA’s and Attorneys can partner with Axxcess to deliver our platform to their clients. Our transparent fee-only relationship can be structured to support your firms unique business model. Deploy our resources to support your firms pooled retirement accounts, the Partners own personal accounts, and provide differentiated services to your clients.

A TAMP Platform For Accredited Investors And The Advisors That Serve Them

The Axxcess Platform helps advisors deliver a wealth management solution that is both scalable and customized for the unique needs of your client base

Deliver A Client Focused Solution

TAMP Services

Partner With Us

Advisor Onboarding

Axxcess Platform

Our Background

PLUG IN AND DISCOVER HOW THE AXXCESS PLATFORM CAN ENHANCE YOUR FIRMS SERVICES.

CLIENT FOCUSED

We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.

Your Relationship With Us

Operationalize Day One

Building and maintaining systems and investment operations is a significant challenge for advisors. Leverage our platform and enhance your client experience day one.

Customized Portfolio Platform

Sleeve manager and UMA technology with your choice of custodian. Private Asset Platform/AIP Model and Trade Rebalancing platform

Working With Axxcess

Advisor Platform Partners enjoy a fully branded, integrated, and reconciled Investment Platform that organizes sophisticated investment approach into a consolidated view of all of their client’s wealth.

AXXCESS PLATFORM

ONBOARDING

Axxcess supports three different transition models; we support your own independent firm through our high end TAMP solution, via our RIA with the use of our branding (or yours), or we can “incubate” you and your team through your transition until your new firm’s registration is effective.

YOUR RIA

Axxcess Platform is an accelerator for your RIA. We aim to help you move your business upstream, generate and keep more of your “A” clients, and help you scale your business. No equity. No brand dilution. Just a platform partner that reconnects you and your clients while freeing you from the day-to-day operational challenges of running your RIA.

JOIN AXXCESS

Run your brand and practice from inside our RIA. Leverage our compliance, reporting, billing, extensive trade execution and model management. Axxcess takes no equity in your business and will establish straightforward, competitive economics.

INCUBATE

If you desire to run your own firm but are challenged to align your objectives and transition timelines, Axxcess will transition you from your current firm on our books and records while you establish your RIA in parallel . Once your firm’s registration is approved, we will support your fully transitioned business to your own RIA with no break in service or disruption to your clients.
  • What you can expect

    Axxcess helps Advisors better address the needs of their business.

    Transition timelines are a function of your current firms relationship with you, your current custodians, and client account structure. Generally, if you are working on an independent custodian like Schwab, or TD, and you do not have restrictive covenents in your employement agreement, we can undertake transitions in as short as 45 days. We have established digital workflows to allow most transition documents to be signed by clients digitally.
    GET STARTED
  • How we work

    Advisor Onboarding

    Axxcess will provide a custom solution to your transition plan. We will develop a business model strategy, transition project with precise milestones, tasks and execution commitments to you. You will have a dedicated team responsible for your transition with us. We bring a deep understanding of every functional area of wealth planning, investment strategy, regulatory and compliance support, and business operations. You and your team will have an exceptional transition experience partnering with Axxcess.
    TALK TO US

Investment approach

Axxcess Customized Portfolio Platform

The Axxcess Customized Portfolio Platform (ACPP) approach delivers access to the model portfolios of a wide variety of third party investment managers

Sleeve Managers

Sleeve Strategy Managers are selected by Axxcess through a rigorous diligence process

Advisor Directed

Advisors create a customized strategy portfolio that meets clients unique investment objectives by investing in several strategies

Advisor Branding

Custom advisor white labeled client website, reports and planning designed to inform and identity opportunities

Advisor Support

Advisor services, investment operations, portfolio management and trading support

Custodial Relationships

Custodial relationships with Charles Schwab, Fidelity IWS, NFS, TD Ameritrade, Interactive Brokers and Millennium Trust

Prospect Portal

Does your prospect experience your reporting and client portal before becoming a client? Do you have to send your prospect to a third party site to aggregate?

Practice Management

End-to-end advisor practice management through the Axxcess Hub; take control of your allocation decisions with our paperless back office, compliance, business analytics and integration

We Want To Work With You

Work on a per account, segment of client or fully integrated basis; enhancing your business does not require you change everything you are doing all at once

EXPERIENCE THE PLATFORM

1
The Axxcess HUB includes comprehensive Advisor resources including portfolio proposals and sleeve manager requests, auto ADV delivery and the Axxcess CRM.
2
Custom proposals include stress testing and comprehensive risk analysis.
3
White Labeled prospect portal takes the client through your onboarding process.
4
Auto send IPS, Engagement, and Client Profile forms to your client for docusign, or traditional signature.

OUR PLATFORM IS BUILT FOR THE EXPERIENCED ADVISOR WHO IS LOOKING TO IMPROVE THEIR CURRENT RIA PLATFORM OR AS AN OPERATIONAL SOLUTION FOR A HIGH CALIBER PROFESSIONAL THINKING OF GOING INDEPENDENT

Planning

Integrated Delivery Of Sophisticated Goal-based Financial Plans That Integrate Seamlessly With Investment Plans

Portfolio

We utilize industry-leading rules-based re-balancing that seamlessly scales across asset class and individual holdings. Our sleeve strategy approach creates management efficiency and lower cost.

Reporting

We create highly customized proposals and statements to ensure reporting meets your needs.
Our Advisor Partners Can Deliver Sensible, Effective Advice That Is Customized And Built Around Their Own Brand. Axxcess Operates An Open Architecture With A Full Array Of Services To Support Your Firm's Wealth Management & Investment Advisory Services
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DELIVER A CLIENT FOCUSED SOLUTION

Outside Account Aggregation
Axxcess Allocator
Business Development
Multi Asset Class Portfolios
Advisor Experience
Axxcess TAMP Services

Build Lasting Client Relationships Through Intelligent Aggregation

Engage your clients with collaborative financial management tools to build stronger relationships. Allow your clients to add outside accounts, lending, and direct investments, directly inside their portal.
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Explain Risk. Engage Clients. Research And Allocate Strategies.

Proposal Generation

Generate proposals that include traditional and alternative managers, client risk tolerance attitudes, fee attribution, hedge and optimize, all from one dashboard.

Proposal Generation

Illustrate the impact of economic risks on portfolio models, current clients and prospect’s holdings.
Learn more about the Axxcess Allocator

Business Development

A platform for success

Confidently and effortlessly manage your marketing and client communications strategies across multiple social channels.

Communication is at the core of advice

Multi-channel content delivers your message and content across web/blog, all social media platforms, SMS and inside your client portal. Whether its your own portfolio updates or content curated from external managers, the Axxcess Platform delivers your message with minimal time and effort from you.
Axxcess Portal - Omni Channel Marketing & Content Management

The Axxcess Platform helps advisors deliver a portfolio solution that is both scalable and customized for the unique needs of your client base

Each custodial account can be sleeved to incorporate advisor directed and third party managed strategies. Apply unique fee schedules on each sleeve while reporting on each strategy with performance at the sleeve and security level.
Learn more about Axxcess Platform

Advisor Experience – Back Office

Managing substantial wealth is an enormous responsibility and requires experienced advice, specialized knowledge and customized solutions. As your “Chief Services Officer,” we listen and work to understand your practice objectives and recommend innovative, customized solutions precisely targeted to achieve your goals.
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Our platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition.

Our platform services are designed to overcome traditional limitations imposed by firms seeking to distribute and sell their own products and services. Axxcess combines true alternatives like private equity, private credit, hedge funds and directed real estate alongside traditional SMA strategies. Client investments of all types can be reported comprehensively on the Axxcess Platform.
Axxcess Platform

EXPERIENCE THE PLATFORM

Our platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition.
About Axxcess



    CONTACT US
    Axxcess Wealth Management, LLC
    6005 Hidden Valley Road Suite 290
    Carlsbad CA, 92011
    1-866-217-5607
    support@axxcessplatform.com
    For complete disclosures please visit:
    DISCLOSURES

    Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

    Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

    Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline,  Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.